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William Prescott Bush

CORIENT
Jupiter, FL
·CRD# 2272166·14 years experience

Professional Summary

William Prescott Bush, who also goes by Scott Bush, is a registered financial advisor currently at CORIENT located in Jupiter, Florida. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Scott Bush

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

CORIENT·CRD# 319448
RIA
150 S Us Highway 1, Jupiter, FL 33477
February 14, 2025 - Present
GELLER ADVISORS LLC·CRD# 134062
RIA
New York, NY
August 27, 2021 - March 28, 2025
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Palm Beach, FL
December 23, 2011 - May 13, 2019

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Current Firm

CO
CORIENT

BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LP | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT

CRD#: 319448 / SEC#: 801-124978
RIA
Registered Investment Advisory firm - SEC (5/12/2022 Approved)

Contact Information

Main Address

830 Brickell Plaza Suite 4800, Miami, FL 33131

Mailing Address

830 Brickell Plaza Suite 4800, Miami, FL 33131

Phone Number

(305) 735-2020

# of Employees

1,537

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORIENT PRIVATE WEALTH (8/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

113,752

AUM (Assets Under Management)

$165,252,436,553

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025Cover PageReport
12/28/2024Cover PageReport
10/27/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Trustee for the estate of WHTBush - father. One hour per month. Entity Name: exegy Inc Investment related: No Address: 349 St. Louis MO https://www.exegy.com/offices/ Nature of the other business: A financial technology company that sells high speed processing systems to financial institutions. Position/Title/Relationship: Member of an Advisory Board; Director; Partial Owner Start Date: 25-Aug-2018 Approximate # of hours a month: 2-4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Provide governance and oversight of the company strategy Entity Name: Bush O'Donnell Investment related: Yes Address: 349 St. Louis MO https://bushodonnell.com/ Nature of the other business: Serves as an independent investment advisor and a holding company for select private investments - Ivy Medical LLC is a pass-through investment entity - no decisions are made within this entity and this entity has no clients. Position/Title/Relationship: Director; Partial Owner; Member of an Advisory Board Start Date: 25-Aug-2018 Approximate # of hours a month: 5-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Provide governance and oversight of strategic decisions. Entity Name: WHTB Management, Inc Investment related: Yes Address: 104 Jupiter FL Nature of the other business: Holding company for publicly traded stocks and a line of credit Position/Title/Relationship: Director Start Date: 30-Aug-2016 Approximate # of hours a month: one hour Approximate # of hours during securities trading hours: zero Briefly describe your duties: To serve as a no executive director; indirect - I am market manager for the St. Louis Market

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CO
CORIENT

BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LP | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT

CRD#: 319448 / SEC#: 801-124978
RIA
Registered Investment Advisory firm - SEC (5/12/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
New York
(2/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2011About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Dec 2013About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Nov 2013About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

Click below to view William Prescott Bush's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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